AI-Powered Growth & Onboarding Strategist

CSI Group; Wall Township (NJ); On-site; USD 50,000 - 85,000; Full time

Job summary

CSI Group seeks a Growth and Development Advisor to own the prospect experience from initial contact through onboarding, then drive ongoing growth of the member base. You will work with tax and financial advisors to identify opportunities and ensure every member receives full value.

This role emphasizes people skills, data curiosity, and autonomy. Ideal candidates have 3+ years in client-facing financial services, strong phone presence, CRM proficiency, and initiative.

Qualifications

• Hands-on experience with AI tools and a clear point of view on where they help.
• 3+ years in a client-facing role within financial services, tax, professional services, or a comparable relationship-driven environment
• Sales experience preferred, though not required for candidates with a demonstrated record of generating appointments, referrals, or new business
• Excellent phone presence with the ability to build trust quickly and qualify without pressure
• Strong organizational skills and the discipline to follow a process consistently at high volume
• Proficiency with CRM systems and comfort working with data and reporting
• Initiative and a member-first mindset
• Ability to travel between offices as needed
• Bachelor's degree preferred. SIE, Series 65/66, or insurance licensure a plus but not required

Responsibilities

• Own the prospect experience from first contact through onboarding, whether they reach us by phone, email, or online
• Serve as the first point of contact, ensuring every inquiry receives a prompt, welcoming, and informative response
• Qualify each inquiry and connect the prospect with the right advisor for their needs
• Guide new members through onboarding and a smooth handoff to their advisory team
• Continually improve the experience and remove friction wherever it exists
• Partner with advisors to identify members who would benefit from additional services
• Ensure members receive timely outreach around reviews, renewals, and planning opportunities
• Follow up after appointments to confirm members understand the full range of services available to them
• Build and run a deliberate referral program
• Analyze the member base to prioritize outreach, drawing on member records, meeting insights, and firm data
• Understand where opportunity exists within the member base and when new member acquisition is needed
• Capture what we learn so that every conversation begins better informed than the last
• Maintain accurate, current records of all prospect and member activity in the firm's CRM
• Track and report appointments scheduled, held, and converted, along with referral results
• Carry and be measured against growth targets for appointments and referrals
• Work closely with advisory, operations, legal, and marketing teams as a connector across the firm
• Partner with marketing on campaigns directed at both existing members and new prospects
• Train and support colleagues on the prospect experience and qualification standards

Skills

AI tools

Client-facing

Sales experience

Phone presence

CRM proficiency

Data reporting

Initiative

Travel

Education

Bachelor's degree

SIE/65/66 or insurance licensure (plus)

Insurance licensure

Tools

CRM software

Job description

CSI Group seeks a Growth and Development Advisor to own the prospect experience from initial contact through onboarding, then drive ongoing growth of the member base. You will work with tax and financial advisors to identify opportunities and ensure every member receives full value.

This role emphasizes people skills, data curiosity, and autonomy. Ideal candidates have 3+ years in client-facing financial services, strong phone presence, CRM proficiency, and initiative.